47th ANNUAL SOUTHERN FEDERAL TAX INSTITUTE
October 15th – 19th, 2012 • Grand Hyatt Atlanta in Buckhead •Atlanta, Georgia
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_____ CDs 1,2,3: RECENT FEDERAL INCOME TAX DEVELOPMENTS - Martin J. McMahon, Jr., Ira B. Shepard
_____ CD 4: Mid-day Program: Mid-day Program: From Audit Through Appeals to Litigation: What You Need to Know Now
_____ CD 5: TAX LEGISLATION REVIEW AND OUTLOOK - Marc J. Gerson
_____ CD 6: ENTITY CONVERSIONS AND "CROSS SPECIES" MERGERS - Thomas J. Nichols, J.D., C.P.A
_____ CD 7: NEW CURRENTS IN SELF–EMPLOYMENT TAXES AND THE DEFINITION OF "LIMITED PARTNER": PLANNING IN LIGHT OF RENKEMEYER,
THE MEDICARE TAX CHANGES WHICH TAKE EFFECT IN 2013, AND OTHER DEVELOPMENTS - Robert R. Keatinge
_____ CD 8: LITIGATION SETTLEMENTS AND JUDGEMENTS–THE MYRIAD TAX CONSIDERATIONS - Jody J. Brewster
_____ CD 9: A REVIEW OF RECENT DEVELOPMENTS IN PARTNERSHIP AND REAL ESTATE TAXATION - Robert J. Crnkovich
_____ CD 10: EXTRACTING CASH FROM A PARTNERSHIP IN CONNECTION WITH A PROPERTY CONTRIBUTION: TAX–
FREE OR JUST A BRILLIANT DISGUISE? - Michael Mollerus, Prof. Howard E. Abrams
_____ CD 11: ARE REAL ESTATE GAINS BACK IN VOGUE? IT MAY BE TIME TO SHARPEN UP YOUR SECTION 1031 SKILLS - David Shechtman
_____ CD 12: DO YOU FEEL LIKE DUSTIN HOFFMAN WHEN YOUR CLIENT DRILLS YOU ON THE TAX BENEFITS/RISKS OF A CONSERVATION
EASEMENT TAX STRATEGY AND ASKS “IS IT SAFE?" – James R. Walker, James H. Lokey, Jr.
_____ CD 13: Mid-day Program: THE AUTOMATED DIGITAL TAX PRACTICE
_____ CD 14: WHAT’S NEW IN THE TAXATION OF C AND S CORPORATIONS – Bryan P. Collins
_____CD 15: STRUCTURING BUSINESS TRANSACTIONS WITH RELATED PARTIES– R. David Wheat
_____ CD 16: FUNDAMENTALS OF OUTBOUND INTERNATIONAL TRANSACTIONS – William B. Sherman
_____ CD 17: TAX ISSUES IN STRUCTURING PRIVATE EQUITY AND OTHER FINANCING TRANSACTIONS – David F. Levy
_____ CD 18: THE 2012 “REPAIR REGULATIONS” - Brandon Carlton
_____ CD 19: STRUCTURING TRANSACTIONS INVOLVING TAX-EXEMPT ORGANIZATIONS SO AS TO AVOID UBIT - Suzanne Ross McDowell
_____ CD 20: TAX CONSIDERATIONS IN NEGOTIATING AND DRAFTING EMPLOYMENT AGREEMENTS – John L. Utz
_____ CD 21: Mid-day Program: ASO VS. PEO WHICH IS RIGHT FOR YOUR CLIENT’S BUSINESS?
_____ CDs 22-23: WHAT DOES IT TAKE FOR YOUR CLIENT TO MOUNT A SUCCESSFUL PENALTY DEFENSE THESE DAYS
(AND ARE YOU PART OF THE SOLUTION OR PART OF THE PROBLEM)? – Karen Hawkins, Todd Welty
_____ CDs 24: COPING WITH AGGRESSIVE IDRS AND SUMMONSES, CHANGING PRACTICES AT APPEALS, LESS ADMINISTRATIVE GUIDANCE,
AND INCREASING IRS RELIANCE ON JUDICIAL DOCTRINES – Gerald A. Kafka, Rita A. Cavanagh
_____ CDs 25: EXPLORING THE LIMITS TO TREASURY’S REGULATORY POWERS – Prof. Kristin E. Hickman
_____ CD 26: Special Early Morning Presentation: RECENT IRS RULINGS, REGULATIONS, AND PRONOUNCEMENTS – Panel: Ronald D. Aucutt
and Diana S.C. Zeydel Moderator: Dennis I. Belcher
_____ CD 27: LEGISLATIVE UPDATE – Ronald D. Aucutt
_____ CD 28: TRY IT, YOU'LL LIKE IT: SEVEN KEY ESTATE PLANNING TECHNIQUES PEOPLE ARE TALKING ABOUT TODAY – Diana S.C. Zeydel
_____ CD 29: BUSINESS SUCCESSION PLANNED AND UNPLANNED – Kimberly H. Stogner, David Herritt
_____ CD 30: ETHICAL CONSIDERATION IN REPRESENTING MULTIPLE GENERATIONS– Lauren Y. Detzel
_____ CD 31: Mid-day Program: ESTATE AND TAX PLANNING FOR LIQUIDITY EVENTS
_____ CD 32: UPDATE ON PLANNING WITH VALUATION DISCOUNTS – John W. Porter
_____ CD 33: PORTABILITY AND PLANNING FOR THE UNDER $10 MILLION CLIENTS – Thomas W. Abendroth
_____ CD 34: VALUATION DISCOUNTS AND ESTATE PLANNING: NOT NECESSARILY A MARRIAGE MADE IN HEAVEN – Charles A. “Clary” Redd
_____ CD 35: PREPARING AND FILING THE FORM 706: WHO, WHAT, WHEN, WHERE, AND WHY? – Glen A. Yale
_____ CD 36: PLANNING TO MINIMIZE STATE INCOME TAXATION OF TRUSTS – Richard W. Nenno
_____ CD 37: SOPHISTICATED PLANNING TECHNIQUES FOR THE OVER $10 MILLION CLIENTS – S. Stacy Eastland
_____ CD 38: PLANNING FOR BENEFICIARIES WITH SPECIAL NEEDS – Kristen M. Lewis
_____ CD 39: MAKING RETIREMENT BENEFITS PAYABLE TO TRUSTS – Natalie B. Choate
_____ CD 40: Mid-day Program – McGuire Woods and NLEC
_____ CDs 41-42: RECENT ESTATE PLANNING DEVELOPMENTS – Stanley M. Johanson